智通财经APP获悉，电力股逆市走高，截至发稿，中广核电力(01816)涨4.88%，报2.58港元；华电国际(01071)涨4.59%，报3.87港元；龙源电力(00916)涨2.24%，报6.38港元；华能国际(00902)涨2.21%，报4.17港元；华润电力(00836)涨1.95%，报17.74港元。
长江证券指出，南向资金流入港股电力股呈现出明显加速趋势。该行认为，资金流向的变化以及部分龙头表现回暖，也在一定程度上反映出市场对于前期过度悲观预期的修正。而且继上周末的新能源电价政策后，该行认为政策发力远未止步，体制机制的优化将会对电力稳定盈利带来长期支撑，该行依然看好政策发力及红利价值持续凸显背景下的电力板块投资机会。
大和此前发布研究报告称，在去年末季至今年首季煤价持续回调下，燃煤发电单位利润扩张，煤电公司盈利或带来惊喜，并跑赢整体能源板块。该行最新偏好排序首选煤电，其次是水力及可再生能源，最后是核能。
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